IEQ Capital’s GraniteShares Gold Shares BAR Stock Holding History

IEQ Capital’s Portfolio BAR Stock Details BAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-30,228	Closed	-$783K	–	1621
2024 Q4	$783K	Sell	30,228 -9,630	-24%	-$253K	0.01%	729
2024 Q3	$1.04M	Hold	39,858	–	–	0.01%	538
2024 Q2	$915K	Hold	39,858	–	–	0.01%	499
2024 Q1	$875K	Hold	39,858	–	–	0.01%	492
2023 Q4	$813K	Hold	39,858	–	–	0.01%	472
2023 Q3	$729K	Hold	39,858	–	–	0.01%	469
2023 Q2	$758K	Hold	39,858	–	–	0.02%	454
2023 Q1	$778K	Hold	39,858	–	–	0.02%	452
2022 Q4	$719K	Hold	39,858	–	–	0.02%	424
2022 Q3	$656K	Sell	39,858 -93,859	-70%	-$1.61M	0.02%	469
2022 Q2	$2.4M	Buy	133,717 +37,227	+39%	+$691K	0.07%	181
2022 Q1	$1.85M	Buy	+96,490	New	+$1.8M	0.04%	221

Other funds holding BAR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

IEQ Capital's BAR Position: Q1 2025 in Review

IEQ Capital sold out of GraniteShares Gold Shares (BAR) in Q1 2025, closing a stake of 30,228 shares — an estimated $783K sold.

IEQ Capital first reported a position in BAR in Q1 2022 and held it in 12 quarters. The position peaked at $2.4M in Q2 2022. 128 funds tracked by Wall St. Rank hold BAR as of Q1 2025.

IEQ Capital reported no remaining GraniteShares Gold Shares position as of Q1 2025 after selling out during the quarter.
IEQ Capital sold 30,228 GraniteShares Gold Shares shares in Q1 2025, an estimated $783K.
IEQ Capital first reported a position in GraniteShares Gold Shares in Q1 2022 and held it in 12 quarters.
IEQ Capital's GraniteShares Gold Shares position peaked at $2.4M in Q2 2022.
128 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.